Ronald Colvin is a CFP-designated registered investment advisor at Olson Consulting LLC, based in Manchester, CT, with 7 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 12 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Olson Consulting offers ongoing financial planning and asset management. The fee is a monthly base fee, paid quarterly, that increases based on your household income and net worth. The minimum monthly fee is $700.
Additional monthly fees:
- Household Income $500k - $1M: $100
- Household Income $1M+: $300
- Household Net Worth $500k - $1M: $200
- Household Net Worth $1M+: $400
Location
Manchester, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is the owner and CEO of French Press Financial dba Fractional Planning, a financial planning firm, since 2021. He dedicates a significant portion of his time to this business.
Employment History
Current Registrations
Olson Consulting LLC
Previous Registrations
French Press Financial Services
Colefp
State Registrations2 states
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